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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
2101
Boulder Wealth Advisors
Colorado
$832K +$777K +6,270 New
CWP
2102
Core Wealth Partners
California
$831K +$60.7K +490 +8%
BFG
2103
Beacon Financial Group
Texas
$830K -$70.6K -570 -8%
LWM
2104
Laidlaw Wealth Management
New York
$827K -$2.12M -17,120 -73%
TP
2105
Tranquility Partners
Tennessee
$827K -$133K -1,070 -15%
FHC
2106
First Heartland Consultants
Missouri
$826K -$108K -870 -12%
WG
2107
Wealth Group
North Carolina
$826K +$772K +6,230 New
BHWM
2108
Bar Harbor Wealth Management
New Hampshire
$826K +$54.5K +440 +8%
ACC
2109
Acorn Creek Capital
Colorado
$826K -$18.6K -150 -2%
UAML
2110
US Asset Management LLC
Pennsylvania
$824K +$771K +6,220 New
APA
2111
Astoria Portfolio Advisors
New York
$823K +$17.3K +140 +2%
CP
2112
Canopy Partners
Ohio
$818K +$213K +1,720 +39%
VEA
2113
Virtus ETF Advisers
New York
$816K -$74.3K -600 -9%
MHR
2114
Matthew Hamilton Rosenberg
$812K -$39.6K -320 -5%
FSA
2115
Financial Security Advisor
Virginia
$810K +$22.3K +180 +3%
AR
2116
Apeiron RIA
Texas
$808K -$617K -4,980 -45%
CIG
2117
Cascade Investment Group
Colorado
$807K – – –
PCMU
2118
Paragon Capital Management (Utah)
Utah
$807K -$118K -950 -13%
CG
2119
Cynosure Group
Utah
$807K +$254K +2,050 +51%
SRC
2120
Sage Rhino Capital
California
$806K -$48.3K -390 -6%
CF
2121
Cantor Fitzgerald
New York
$806K +$753K +6,080 New
ACP
2122
Aveo Capital Partners
Colorado
$804K +$211K +1,700 +37%
ICM
2123
IMS Capital Management
Oregon
$802K – – –
SCP
2124
Sender Company & Partners
New York
$802K +$750K +6,050 New
PWM
2125
Prentice Wealth Management
New York
$801K +$35.9K +290 +5%
83 84
85
86 87